We have regular offers on both services and documentation; please check our latest offer below:


In Depth File Audit

15% off now £127.00


A detailed file audit is one of the best ways of establishing how compliant you are. It will not only check for compliance and other shortfalls such as vulnerability, document clarity, fraud risk, sales process shortfalls, outdated documents etc. It can help improve your efficiency and streamline processes. In a nutshell an audit will:

    • Full clarity check on all the documents you use and issue to customers in line with the Consumer Duty
    • Terms of business check and fair value check
    • Review the documents you use to ensure they are both compliant, clear and efficient potentially saving you administrative time
    • Cary out fraud checks
    • Suitability of advice & vulnerability check
    • Receive a detailed report of any findings including remedial action, recommended changes and file grading.


Simply email us to request an in-depth file audit quoting FILE15 to get an audit at the reduced price. Because the audit is done remotely, it takes up very little of your time. Absolutely no sales calls and no obligation to take up any other services, reserve your audit and save 15% now. To request your audit please email us here. Contact us.





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